Microsoft Dynamics CRM Online Training

MS Dynamics CRM is a Customer Relationship Management software by Microsoft. Browse through the contents of the program.

MS Dynamics CRM Course Outline
Navigating Microsoft Dynamics CRM
Working with Microsoft Dynamics CRM in Outlook
Creating personalised CRM views
The functionality of Dynamics CRM modules
The relationship between account, contact and lead records
How to search and find data
Creating and managing CRM records and activities
Progressing sales prospects from a lead to order
Tracking customer service issues using CRM cases
Using CRM dashboards
Introducing the core CRM record types used in Sales Management
Qualifying and disqualifying leads and opportunities
Working with CRM product tables
Creating sales quotes and orders
Using CRM lists, views and dashboard charts to review sales data
Customising CRM sales reports, charts and dashboards
Applying automated sales workflows
Using goal tracking to measure performance
Introducing CRM marketing campaigns
Building and managing CRM marketing lists
Creating marketing campaigns & quick campaigns
Developing campaign templates
Importing leads
Capturing campaign responses
Assigning campaign activities
Working with & editing campaign reports & dashboards
Creating & managing marketing goals
Getting Started with Service Management
Tracking service cases
Working with cases in the service list
Using service dashboards & charts
Understanding case queues & case routing
Configuring automated service emails
Automated case escalation and service level agreements
Using CRM dialogs for service scripts
Using the CRM knowledge base module
Configuring service goals
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